13FBOX
景顺自营指数基金 · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺自营指数基金

INVESCO EXCH TRD SLF IDX FDBSCY
持有机构数
95
机构合计市值 (Q2 2026)
$4.15亿
机构合计股数 (Q2 2026)
2,007.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+272.1万股
74 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-85.5万股
19 · 7 清仓 · ≈
⚖️ 净额
+186.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.15亿
持有机构数
95
新买入
13
加仓
61
减仓
12
清仓
7
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Aptus资本顾问Aptus Capital Advisors, LLC
0.5%0.56%#11$7,261.2万351.4万股$7,144.6万345.2万股+6.2万股+1.79%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#43$5,943.7万287.6万股$5,591.5万270.1万股+17.5万股+6.47%加仓
LPL金融LPL Financial LLC
0.01%0.01%#53$2,915.2万141.1万股$2,548.7万123.1万股+17.9万股+14.56%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#61$2,735.1万132.4万股$2,687.8万129.9万股+2.5万股+1.92%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#56$2,472.1万119.6万股$2,384.3万115.2万股+4.4万股+3.85%加仓
景顺Invesco Ltd.
<0.01%<0.01%#73$1,919.8万92.9万股$1,814.0万87.6万股+5.3万股+6.00%加仓
COOKSON PEIRCE & CO INC
0.35%0.45%#13$1,077.2万52.1万股$1,051.7万50.8万股+1.3万股+2.59%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#86$869.2万42.1万股$955.1万45.4万股-3.4万股-7.43%减仓
Clark Asset Management, LLC
0.66%0.63%#10$836.9万40.5万股$668.7万32.3万股+8.2万股+25.34%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#62$796.1万38.4万股$708.4万34.6万股+3.8万股+10.92%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#79$752.0万36.4万股$241.8万11.7万股+24.7万股+211.50%加仓
BCS Wealth Management
1.29%1.43%#6$716.4万34.7万股$701.8万33.9万股+7,605股+2.24%加仓
DWM Financial Group, Inc.
5.99%#1$660.3万31.4万股$00股+31.4万股新买入
现代财富管理Modern Wealth Management, LLC
0.08%0.07%#32$650.1万31.5万股$415.7万20.1万股+11.4万股+56.77%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#85$607.4万29.4万股$57.6万2.8万股+26.6万股+956.31%加仓
Janney Montgomery Scott LLC
0.01%0.01%#48$564.3万27.3万股$536.2万25.9万股+1.4万股+5.40%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#90$533.5万25.8万股$477.6万23.1万股+2.7万股+11.87%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#66$505.3万24.5万股$491.8万23.8万股+6,887股+2.90%加仓
Equitable控股Equitable Holdings, Inc.
0.03%0.03%#38$496.2万24.0万股$534.4万25.4万股-1.4万股-5.55%减仓
GILL CAPITAL PARTNERS, LLC
1.4%1.42%#4$491.3万23.8万股$492.1万23.8万股00.00%持仓不变
MAI资本管理MAI Capital Management
0.02%0.02%#41$474.9万23.0万股$392.9万19.0万股+4.0万股+21.05%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.05%0.05%#36$447.6万21.7万股$420.9万20.3万股+1.3万股+6.51%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#55$431.6万20.9万股$331.2万16.0万股+4.9万股+30.49%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#84$389.1万18.8万股$331.7万16.0万股+2.8万股+17.49%加仓
Asset Dedication, LLC
0.24%0.21%#17$384.6万18.6万股$304.2万14.7万股+3.9万股+26.63%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#81$339.5万16.4万股$271.5万13.1万股+3.3万股+25.25%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#63$327.8万15.9万股$257.2万12.4万股+3.4万股+27.65%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#60$294.8万14.3万股$195.5万9.4万股+4.8万股+51.01%加仓
Addison Advisors LLC
1.38%1.23%#5$293.2万14.2万股$557.3万26.9万股-12.7万股-47.30%减仓
NorthAvenue LLC
2.08%1.83%#2$290.7万14.1万股$230.5万11.1万股+2.9万股+26.30%加仓
Savvy Advisors, Inc.
0.06%#34$283.9万13.7万股$00股+13.7万股新买入
Carroll Advisory Group, LLC
0.83%0.93%#9$254.2万12.3万股$238.6万11.5万股+7,732股+6.71%加仓
LeClair Wealth Partners LLC
1.27%#7$245.5万11.9万股$00股+11.9万股新买入
Infinity Wealth Counsel, LLC
1.8%1.74%#3$222.4万10.8万股$189.6万9.2万股+1.6万股+17.44%加仓
Ellevest, Inc.
0.17%0.27%#22$197.0万9.5万股$190.9万9.2万股+3,081股+3.34%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#89$190.7万9.2万股$163.8万7.9万股+1.3万股+16.67%加仓
MONECO ADVISORS, LLC
0.11%0.14%#27$181.0万8.8万股$178.0万8.6万股+1,564股+1.82%加仓
NOVARE CAPITAL MANAGEMENT LLC
0.13%0.12%#26$177.7万8.6万股$152.9万7.4万股+1.2万股+16.37%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.03%0.04%#39$160.2万7.8万股$149.3万7.2万股+5,378股+7.45%加仓
BUTENSKY & COHEN FINANCIAL SECURITY, INC
0.38%0.37%#12$152.9万7.4万股$140.8万6.8万股+5,959股+8.76%加仓
River Wealth Advisors LLC
0.16%0.17%#23$152.5万7.4万股$151.8万7.3万股+431股+0.59%加仓
Golden Reserve Retirement LLC
0.23%0.22%#20$147.8万7.2万股$106.7万5.2万股+2.0万股+38.66%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#52$143.5万6.9万股$142.2万6.9万股+751股+1.09%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#64$138.5万6.7万股$97.5万4.7万股+2.0万股+42.35%加仓
Farnam Financial LLC
0.94%1.07%#8$129.5万6.3万股$130.1万6.3万股-169股-0.27%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%#70$113.9万5.5万股$00股+5.5万股新买入
Atria投资Atria Investments, Inc
0.01%0.03%#49$108.5万5.3万股$278.6万13.5万股-8.2万股-61.00%减仓
G2 CAPITAL MANAGEMENT, LLC / OH
0.22%0.25%#21$103.1万5.0万股$102.0万4.9万股+606股+1.23%加仓
Lido顾问Lido Advisors, LLC
<0.01%#65$99.5万4.8万股$00股+4.8万股新买入
SAWGRASS ASSET MANAGEMENT LLC
0.13%0.15%#25$97.9万4.7万股$97.0万4.7万股+500股+1.07%加仓

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